News
Experts’ dismissal of Tesla’s Full Self Driving push proves Elon Musk is still not taken seriously
Despite delays, Elon Musk remains optimistic that Tesla’s efforts to achieve Full Self Driving will bear fruit soon. This was highlighted in a statement during his appearance at the recently held 2020 World Artificial Intelligence Conference in China, where he noted that Tesla is closing in on “Level 5” functionalities. Experts in the field of automation beg to differ.
In a recent statement to Automotive News, Sam Abuelsamid, principal analyst at Guidehouse Insights (formerly Navigant Research) and Missy Cummings, director of the Humans and Autonomy Laboratory at Duke University, openly dismissed Tesla’s efforts to achieve full self driving. In a scathing rebuke, Abuelsamid described Musk’s targets as absurd. He also expressed his pessimism about Tesla’s approach to automation, which focuses on vision and artificial intelligence.
“The cars they are building will never be Level 5, period. It’s nonsense. He needs to shut up until he can deliver something. The premise of making highly automated systems on cameras alone is fundamentally flawed. Their approach to software doing end-to-end AI systems is almost certainly not going to work. I don’t believe it can work. AI is too brittle,” he said.
It should be noted that Abuelsamid recently published a study ranking companies that are currently pursuing autonomy. Similar to studies conducted by Guidehouse Insights when it was still operating as Navigant Research, Abuelsamid ranked Tesla dead last, even behind startups like Navya, which have limited real world driving data.
Abuelsamid’s sentiments were echoed by Missy Cummings, who also argued that there is no way that Tesla could achieve Level 5 autonomy with its vehicles. In a statement to KCBS Radio, Cummings noted that Elon Musk likely does not understand what Level 5 Automation really is. This is an interesting comment from the director of the Humans and Autonomy Laboratory at Duke University, considering that Waymo CEO John Krafcik noted last year that ultimately, “Level 5 is a bit of a myth.”
“There is no way, shape, or form the car is going to be Level 5. He doesn’t really understand what Level 5 is. I think what he means is Level 4, and he’s not even going to get Level 4. The perception systems don’t work well in weather conditions, with long shadows. We know the Tesla perception system, and the news is it’s a really bad system,” she remarked.
While there is some merit in criticizing the Tesla CEO for missing his targets with regards to the release of the electric car maker’s full self driving system, it seems far too careless to simply dismiss all the work that Tesla has accomplished over the years either. The company, after all, is gathering real world driving data at an unprecedented scale that’s unrivaled by companies like Waymo, and that matters much when it comes to training neural networks, as emphasized by ARK Invest CEO Cathie Wood. Tesla’s vision based approach to autonomy has also gained support from notable names such as George Hotz, who believes that Tesla would eventually become the Apple of self driving cars.
It is unfortunate, but based on the dismissive and almost aggressive rebuke of Tesla’s efforts from the experts tapped by Automotive News, it appears there is still a general tendency to completely dismiss Elon Musk and his initiatives. Interestingly enough, these statements are pretty familiar to those who have followed the SpaceX and Tesla story over the years. It may be difficult to recall at this point, but there was a time when it was believed that landing the Falcon 9 first stage on land and an autonomous barge on the sea is impossible. There was also a time when the Model X was considered unbuildable.
Fortunately, Tesla and its CEO are a stubborn bunch, and it takes a lot more than skepticism to discourage the company. This is especially notable considering that Tesla is currently looking to roll out a massive rewrite of its Autopilot suite, which should take the company even closer to full self driving. Perhaps this time around, Elon Musk’s statements about Level 5 Autonomy may actually be pretty accurate, at least in terms of its features and timeframe.
“I’m extremely confident that level five or essentially complete autonomy will happen, and I think, will happen very quickly,” said Musk, answering another question. I think at Tesla, I feel like we are very close to level five autonomy. I think—I remain confident that we will have the basic functionality for level five autonomy complete this year,” Musk said at the 2020 WAIC.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
